Friday, October 14, 2011

That Was a Nice Week

This week was one of the best in a while. DNS +166, +48, +21.

EXM had another good day, up 14%.  EXM, CPX (being acquired), CWEI, and UTSI were up 35% or more for the week.

Yesterday's purchases of OAS and ROSE are up 12 and 10% respectively.

Trades: none.

Portfolios:

Both portfolios improved dramatically over last Friday's close. The ESG port is only down 17.2% with (5) stocks above water (three fractionally). That's the best it's ever been since it was launched into the correction. The value-sales port in back in the black with a 5.47% return.

Reversal alerts: (4).

FSLR has been alerting but Cramer and others say "Stay away!" from the solar companies. While the earnings estimates are being revised downward, the sales estimates are still very strong and the earnings are estimated to go to new levels with strong growth (28% and 128% YoY quarterly EPS growth estimated for the next two Qs). The P/E is dropping from 9.6 to 6.3. Compare to JKS.

SSRX has double digit sales growth and P/E growth that will drop the P/E from 20 to 15.6.

RLRN is only 2% off its highs, so I'm not even sure why the t2 script is alerting on it. There's almost no growth here and it's holding a P/E around 19.8 with a 1.9% yield. More of a curiosity really.

NNN has almost flat earnings and sales, a horrible chart, but a 6% yield. The P/E should drop from 31 to 27.9.

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